Curran Financial Partners’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
+14,669
| New | +$4.11M | 0.91% | 29 |
|
|
2025
Q1 | – | Sell |
-15,510
| Closed | -$3.95M | – | 105 |
|
|
2024
Q4 | $3.95M | Buy |
15,510
+155
| +1% | +$39.4K | 1.04% | 29 |
|
|
2024
Q3 | $3.99M | Sell |
15,355
-38
| -0.2% | -$9.88K | 1.13% | 29 |
|
|
2024
Q2 | $3.62M | Sell |
15,393
-24
| -0.2% | -$5.65K | 1.21% | 27 |
|
|
2024
Q1 | $3.76M | Sell |
15,417
-2
| -0% | -$488 | 1.31% | 27 |
|
|
2023
Q4 | $3.34M | Sell |
15,419
-1,763
| -10% | -$382K | 1.28% | 27 |
|
|
2023
Q3 | $3.35M | Sell |
17,182
-645
| -4% | -$126K | 1.46% | 26 |
|
|
2023
Q2 | $3.66M | Buy |
17,827
+511
| +3% | +$105K | 1.59% | 25 |
|
|
2023
Q1 | $3.3M | Sell |
17,316
-2,579
| -13% | -$491K | 1.57% | 26 |
|
|
2022
Q4 | $3.63M | Buy |
+19,895
| New | +$3.63M | 1.75% | 20 |
|
|
2022
Q2 | – | Sell |
-31,319
| Closed | -$6.09M | – | 73 |
|
|
2022
Q1 | $6.09M | Buy |
+31,319
| New | +$6.09M | 2.5% | 15 |
|
|
2021
Q4 | – | Sell |
-27,380
| Closed | -$5.15M | – | 83 |
|
|
2021
Q3 | $5.15M | Buy |
27,380
+3,063
| +13% | +$576K | 2.63% | 14 |
|
|
2021
Q2 | $4.78M | Buy |
24,317
+3,445
| +17% | +$677K | 2.63% | 14 |
|
|
2021
Q1 | $3.95M | Buy |
20,872
+2,708
| +15% | +$512K | 2.84% | 12 |
|
|
2020
Q4 | $3.09M | Buy |
+18,164
| New | +$3.09M | 2.65% | 13 |
|